Managing Client and Work Flashcards
7 cards from real QBO practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Managing Client and Work flashcards as text
A client wants to grant their ProAdvisor access to QBO but hasn't done so yet. What is the correct way to initiate this from the client's side?
Answer: The client goes to Manage Users in QBO and invites the accountant by email
The client adds the ProAdvisor by navigating to Manage Users in QBO Settings and selecting 'Invite accountant' with the ProAdvisor's email.
When creating a client record in QBOA, which field uniquely identifies the relationship between the firm and the client?
Answer: Display name
The Display name is the unique identifier used within QBOA to distinguish and reference each client record in the firm.
Which QBOA Work feature helps ensure recurring monthly tasks (like bank reconciliation) are created automatically each period?
Answer: Task templates with auto-scheduling
Task templates in QBOA Work can be set to auto-schedule, creating recurring tasks each period without manual entry.
A ProAdvisor uses the QBOA 'My Work' view versus the 'All Work' view. What is the key difference?
Answer: My Work shows tasks assigned to the logged-in user; All Work shows tasks for the entire firm
My Work filters the task list to only tasks assigned to the currently logged-in team member, while All Work shows every task across the firm.
What does the 'due date' field on a QBOA Work task control?
Answer: When the task must be completed, used for sorting and deadline visibility
The due date on a Work task marks the completion deadline and is used for sorting, filtering, and flagging overdue items.
A ProAdvisor needs to attach a client-signed engagement letter to the client's QBOA profile. Where is the best place to store this?
Answer: In the Documents section of the QBOA client profile
The Documents section within a QBOA client profile is the appropriate place to store files like engagement letters tied to the client relationship.
Which action in QBOA allows a ProAdvisor to view and manage all open client requests and document requests in one place?
Answer: Client Requests in the Work tab
Client Requests within the QBOA Work tab centralizes all outstanding information and document requests sent to clients.